Keystone Financial Group (Kentucky)’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio SWAN Stock Details SWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,867	Closed	-$278K	–	302
2022 Q1	$278K	Sell	8,867 -167,644	-95%	-$5.37M	0.05%	238
2021 Q4	$6.1M	Buy	176,511 +4,860	+3%	+$173K	1%	21
2021 Q3	$5.88M	Sell	171,651 -19,225	-10%	-$678K	1.06%	19
2021 Q2	$6.54M	Buy	190,876 +4,058	+2%	+$136K	1.18%	19
2021 Q1	$5.97M	Buy	186,818 +30,010	+19%	+$972K	1.16%	19
2020 Q4	$5.15M	Buy	+156,808	New	+$5.07M	1.07%	21

Other funds holding SWAN

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SWAN Position: Q2 2022 in Review

Keystone Financial Group (Kentucky) sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2022, closing a stake of 8,867 shares — an estimated $278K sold.

Keystone Financial Group (Kentucky) first reported a position in SWAN in Q4 2020 and held it in 6 quarters. The position peaked at $6.54M in Q2 2021. 87 funds tracked by Wall St. Rank hold SWAN as of Q2 2022.

Keystone Financial Group (Kentucky) reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 8,867 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2022, an estimated $278K.
Keystone Financial Group (Kentucky) first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2020 and held it in 6 quarters.
Keystone Financial Group (Kentucky)'s Amplify BlackSwan Growth & Treasure Core ETF position peaked at $6.54M in Q2 2021.
87 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2022, filed 5 Aug 2022.